314-576-1350 ext: 3565
Lori is BWTP P.C.’s Principal-in-charge of retirement plans. She assists clients with the design and implementation of retirement plans appropriate for their business.
Personal service is extremely important to Lori in all of her client dealings and many clients benefit from Lori’s knowledge. Saving for retirement is an important concern for our clients in the current business environment. Lori helps clients understand retirement plan options available to them in this ever changing area and assists them with the implementation of a retirement plan that helps clients meet their financial goals.
Lori joined BWTP P.C. in 2000. She graduated from University of California at Davis with a Bachelor of Arts in Psychology and a Bachelor of Arts in Zoology. She went on to receive her MBA degree from University of Missouri, St. Louis in 2006.
In 2007, Lori earned her Series 65 license for which she is now an Investment Advisor Representative. In 2007, she earned the Personal Financial Specialist (PFS) designation awarded by the American Institute of CPAs (AICPA).
Member, American Institute of CPA’s (AICPA)
Member, Missouri Society of CPA’s (MOCPA)
Member, American Society of Pension Professional and Actuaries